The benefits for you
The benefits for you
- Specialist expert knowledge to ensure you remain compliant.
- Specialist knowledge and experience in managing large, complex investment portfolios.
- An integrated, transparent and holistic approach to managing your family estate.
- An objective review of your current Trust structure, ensuring maximised intergenerational wealth protection.
- Strong governance and adherence to a formal structure to reduce the risk of future claims.
- A clear view of overall costs to ensure they are consistent with market averages.
- Access to opportunities across multiple sectors, without any conflict of interest.
- Plus, we have full administration services available.
Need help setting up a Family Office?
Perpetual Guardian will undertake a full review of your situation and prepare a summary of activities along with a cost estimate.
We will then sit down with you to gain a thorough understanding of your needs and requirements. Our tailored solutions are developed not only to fulfil your objectives, but to broaden your financial horizons.
